Composition
Weight by sector
Financial Services
18.91%
Technology
15.43%
Industrials
12.83%
Consumer Defensive
9.24%
Healthcare
8.90%
Consumer Cyclical
8.61%
Communication Services
6.81%
Energy
6.16%
Utilities
5.65%
Basic Materials
4.15%
Realestate
3.30%
Asset allocation
Stocks
45.39%
Bonds
40.74%
Cash
3.54%
Top 10 holdings (18.12% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.